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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,824 | $80,705-54.4% | $115,768-68.2% | $67,986-45.8% |
| Participation rate | 53.5% | 63.0%-9.5pp | 74.4%-20.9pp | 57.2%-3.7pp |
| Annual return | 16.97% | 18.49%-1.5pp | 100.46%-83.5pp | 31.67%-14.7pp |
| Employer contribution / active EE | $1,000 | $2,046-51.1% | $2,940-66.0% | $2,019-50.5% |
| Participant deferral / active EE | $1,774 | $3,559-50.2% | $4,917-63.9% | $3,358-47.2% |
| Admin fee / account holder | $2,412 | $4,135-41.7% | $12,439-80.6% | $3,203-24.7% |